See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PRINCIPAL LIFE INSURANCE COMPANY7+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $26,699 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 49 · EIN 93-0987232 | Other Services | $13,044 |
Filed as: RELATION INSURANCE SERVICES OF CALI Service code 13 · EIN 26-4823657 | Contract Administrator | $6,778 |
WILSHIRE ASSOCIATES INCORPORATED7+ years Service code 27 | Advisory (Plan) | $0 |
Filed as: WILSHIRE ASSOCIATES INCORPORTED Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,018 | $65,061-41.6% | $143,757-73.6% | $66,914-43.2% |
| Participation rate | 39.0% | 65.2%-26.2pp | 80.3%-41.3pp | 69.8%-30.8pp |
| Annual return | -14.94% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,055 | $2,361-55.3% | $4,951-78.7% | $2,544-58.5% |
| Participant deferral / active EE | $2,191 | $2,919-24.9% | $5,637-61.1% | $4,237-48.3% |
| Admin fee / account holder | $255 | $502-49.2% | $14,673-98.3% | $593-57.0% |